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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
301
Aaron Wealth Advisors
Illinois
$1.18M +$2.65K +21 +0.2%
DADC
302
D.A. Davidson & Co
Montana
$1.17M
CIA
303
Compass Ion Advisors
Pennsylvania
$1.17M
SI
304
Stephens Inc
Arkansas
$1.16M
BFM
305
Boston Financial Management
Massachusetts
$1.16M -$76.6K -607 -6%
SP
306
Symmetry Partners
Connecticut
$1.15M +$8.71K +69 +0.8%
EFG
307
Elios Financial Group
Ohio
$1.14M +$1.14M +9,041 New
RCAG
308
Rehmann Capital Advisory Group
Michigan
$1.14M -$95.5K -757 -8%
ST
309
Sentinel Trust
Texas
$1.14M -$46.4K -368 -4%
TFO
310
Tarbox Family Office
California
$1.11M +$1.14K +9 +0.1%
SFPM
311
Sensible Financial Planning & Management
Massachusetts
$1.11M +$1.11M +8,770 New
SAG
312
SageView Advisory Group
California
$1.11M -$18.4K -146 -2%
EB
313
Eastern Bank
Massachusetts
$1.11M +$1.11M +8,766 New
MWS
314
Maxwell Wealth Strategies
California
$1.1M
MHB
315
Midwest Heritage Bank
Iowa
$1.09M +$631 +5 +0.1%
MWM
316
Modern Wealth Management
Kansas
$1.09M +$83.2K +659 +8%
EWA
317
EP Wealth Advisors
California
$1.08M -$314K -2,485 -22%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$1.08M +$87.3K +692 +9%
MBFW
319
Morton Brown Family Wealth
Pennsylvania
$1.08M
RCS
320
Retirement Capital Strategies
California
$1.08M -$28.6K -227 -3%
BAM
321
Belpointe Asset Management
Nevada
$1.07M -$668K -5,290 -38%
RFP
322
RCS Financial Planning
Maryland
$1.07M -$38.2K -303 -3%
FWP
323
Firethorn Wealth Partners
Georgia
$1.06M -$32.7K -259 -3%
PTC
324
Private Trust Company
Ohio
$1.06M -$191K -1,515 -15%
MSA
325
Marino Stram & Associates
Massachusetts
$1.05M +$2.02K +16 +0.2%